This video shows some of the ways that the apps in IBM SmartCloud™ for Social Business are integrated and how they work together.
The video is approximately five minutes long, and contains audio. To read a text version of this video, scroll down to the Welcome section in this wiki article.
The following tasks are demonstrated:
- Start a Meeting and load a presentation from Files.
- From within the Meeting, create and assign a To Do in a new Activity.
- Close the Meeting and open the Activities app.
- Add a Community as a member of the Activity that was created in the Meeting.
- Notify all members of the Community that a To Do item was created.
Watch the demonstration full screen in a new window
All references to Renovations refer to a fictitious company name and are designed for illustration purposes only.
Welcome
Step | Caption | On-screen action |
1.1 | Social Business apps working together: Activities, Communities, Files, and Meetings.
In this demonstration, I'll show you some of the ways that apps in IBM SmartCloud for Social Business can work together.
| The video title page displays. |
1.2 | We’ll see how the Social Business apps Meetings, Files, Activities, and Communities can interoperate and how data in one app is available to the other apps. | The Social Business Dashboard displays.
In the Apps menu, mouse over the apps Meetings, Files, Activities in order, and mouse over Communities.
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1.3 | This is what we'll do in this video:
- Start a Meeting and load a presentation from Files.
- From within the Meeting, create and assign a to-do in a new Activity.
- Close the Meeting and open the Activities app.
- Add a Community as a member of the Activity that we created in the Meeting.
- Notify all members of the Community that a To Do item was created.
| The overview slide displays. |
Meetings, Files, and Activities
Step | Caption | On-screen action |
2.1 | Let’s get started.
On your Dashboard, click Host Meeting.
| Click Host Meeting. |
2.2 | Now that the meeting is started, let's display a presentation. The presentation is in Files. We can add it to the Meeting by clicking Actions->Add File from My SmartCloud Files.
We'll choose a Symphony™ presentation, but we can also present many other types of documents, such as PowerPoint, Word, and PDF.
Select the presentation and click OK.
After the file loads, click it.
Use the Next and Previous buttons to navigate through the presentation.
| Click Actions > Add File from My SmartCloud Files and from the list of available files select CustomerEngagementProcess.odp, and then click OK.
Click CustomerEngagementProcess.odp.
Click Next.
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2.3 | At any time during the meeting, you can assign to-dos to yourself or to others in your organization.
You can add the to-do to an existing Activity, but let's add it to an Activity that we create from within the Meeting.
In the To do: field, we'll type “Create a new customer list”, then assign the To Do to Mike Motler.
In the Assigned to field, type mike, wait a second, and when his business card appears, click it.
In the Activity for this to do item field, we'll select New activity and then accept the default name that appears in the New activity field.
Click Create To Do. This will create a new Activity with a To Do item assigned to Mike Motler.
| Expand the To Do Items heading in the meeting navigator, and enter the text Create a new customer list. In the Assigned to field, enter mike and wait for the business card for Mike Motler to appear.
Click Mike Motler.
In the Activity for this to do item field, select New activity.
Click Create To Do.
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2.4 | When the meeting is over, click sign out. | Click Sign Out |
Activities and Communities
Step | Caption | On-screen action |
3.1 | Let's open the new Activity that contains the to do item that we created in the Meeting.
From anywhere in SmartCloud for Social Business, in the top menu, click Apps->Activities. When the page opens, click the Activity.
| Click Apps > Activities.
Click the Activity that was created in the meeting.
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3.2 | We want to notify a Community that the To Do item has been created. To do that, we need to add the Community as a member of the Activity.
Click Members, then click Add Members. Select Community from the drop-down. In the text box, type sales and wait a second for the list of matching communities to appear. When it does, click Sales and Marketing Team. Click Save.
| Click Members, then click Add Members. Select Community from the drop-down. In the text box, type sales and wait a second for the list of matching communities to appear. When it does, click Sales and Marketing Team. Click Save. |
3.3 | To notify the Community about the To Do item, in the navigation panel on the left, click To Do Items. When the To Do items display, click the To Do that we created in the Meeting.
Click More Actions->Notify Other People.
In the drop-down, select Community: Sales and Marketing then select everyone on the list. Don't select All individual members of this activity because it does not apply to members of a Community.
We'll also add the message “Mike is taking care of this for us.” to the notification.
When you click send, the community members are notified by email and by an item in the Recent Updates tab in the Activities app.
| To notify the Community about the To Do item, in the navigation panel on the left, click To Do Items. When the To Do items display, click the To Do that we created in the Meeting.
Click More Actions > Notify Other People.
In the drop-down, select Community: Sales and Marketing then select everyone on the list.
In the Notify Message box, type Mike is taking care of this for us.
Click Send.
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Thank you
Step | Caption | On-screen action |
4.1 | That concludes the demo of how Activities, Files, Communities, and Meetings are integrated to work together.
For complete information about using the features in IBM SmartCloud for Social Business, including links to additional demonstrations and product documentation, visit the IBM SmartCloud for Social Business wiki at (opens in new window)
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